Tagged with "summit"

Wells Fargo Enhances “Sunsetting” Program in an Effort to Maintain Customer Assets and Advisors

Posted on March 12th, 2019 at 9:46 AM
Wells Fargo Enhances “Sunsetting” Program in an Effort to Maintain Customer Assets and Advisors

Wells Fargo Advisors has announced that starting April 1st, the firm will provide incentives to young advisors to help them buy books of business from retiring colleagues under its new “Summit” program. As one incentive, Wells Fargo Advisors will offer financing in the amount of 100% of a retiring colleague’s T-12 revenue.

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